About Automation Workflow Types

This is a paid feature.

MailChimp Automation allows you to create a series of targeted emails that send when triggered by a specific date, event, or subscriber’s activity. We've created several preset workflow options for you based a variety of industries and events. Use one of these workflows to get started with Automation.

In this article, you'll learn about the different Automation workflow types available in MailChimp.

E-Commerce and Retail Workflows

Personalize each customer’s buying experience with Automation. Target new and repeat customers with custom messages or discounts, and re-engage those who haven’t purchased from you in a while.

Specific Product Follow-Up
Ask for a review after someone buys a specific product from your store.

Category Follow-Up
Promote related items after someone buys from a specific category.

Any Product Follow-Up
Send a follow-up message after a customer purchases any product from your store.

Best Customers
Reward your best customers with sale announcements or special coupons.

Customer Re-Engagement
Win back customers who haven’t purchased from your store in a specific timeframe.

Customer Re-Engagement workflow image

Abandoned Cart
Encourage customers to complete their purchase if they leave items in their cart.

First Purchase
Send a welcome series to new customers when they make their first purchase.

Nonprofit Workflows

Increase awareness about your organization’s mission, values, and goals. Inform supporters about memberships, volunteer opportunities, and events.

Top Supporters
Acknowledge your most generous donors with a special message or donor gift.

Supporter Onboarding
Welcome new volunteers or donors, and share ways they can support your organization.

Re-Engage Supporters
Remind inactive supporters of your mission, and share ways they can support your cause.

Membership Renewal
Send a membership renewal reminder based on a donor’s last contribution, or when they joined your list.

Event
Announce a volunteer opportunity or fundraising event, and invite supporters to get involved.

Education Workflows

Educate students with emails that engage and inform. Onboard new students, deliver course materials and reminders, and follow up with students when they finish a course.

New Student Orientation
Welcome new students, and share resources to help them get started.

Course Series
Educate students through a series of lessons, assignments, and projects.

Student Re-Engagement
Re-engage students with new course offerings, study tips, and enrollment discounts.

Music Workflows

Use Automation to stay in touch with your current listeners and engage your newest fans. Share new music and tour dates, announce album releases, and follow up after shows.

Download Follow-Up
Send a follow-up message after a listener purchases music from your store.

Fan Orientation: Band
Invite new fans to your social networks, share band news, or offer free downloads.

Fan Orientation: Record Label
Welcome fans, introduce them to artists on your label, or offer free downloads.

Event
Announce an upcoming show or tour.

Event Follow-Up
Follow up with fans after a live show.

Software Workflows

Increase and engage your user base with Automation. Onboard new users, announce new product releases and feature updates, and send helpful documentation.
Product Feature Engagement
Support your current users by announcing product updates and new features.

User Onboarding
Share tips and resources to help new users become experts with your product.

Pre-Launch Series
Engage your users with upcoming product information, features, and release dates.

Whitepaper Download
Send a download link to your product whitepaper after a user visits your webpage.

List Activity Workflows

Use Automation to streamline communication with your list subscribers. Welcome new subscribers who join your list, help subscribers get to know you, and send follow-up emails based on their activity.

Welcome Message
Greet new subscribers after they join your list.

Educate Subscribers
After someone signs up to your list, send them a series of informational emails.

Welcome Series
Send a welcome series to say hello, each time someone joins your list.

Joins List Group
Send an email when subscribers join a list group.

Leaves List Group
Follow up or say goodbye to subscribers who leave a list group.

Date Based Workflows

Date-based Automation workflows can help you engage with your subscribers throughout the year. Send email to your subscribers on their birthday, anniversary, or any occasion that falls on a specific date.

List Added Date
Send an email based on when a subscriber joined your list.

Annually Recurring Date
Each year, send an email based on a subscriber’s date field.

Birthdays
Send subscribers a special birthday message or message series based on their birthday list field.

Specific Date
Send a one-time email based on a specific date in a subscriber's date field.

Custom Workflows

Create an email series that fits your unique business needs with a custom workflow. These workflows can be based on a variety of criteria, and can be enhanced with Goal, API 3.0, and other integrations.

Custom Event
Create automated emails based on a combination of custom triggers and delays.

Integration Workflows

Use API calls and integrations to personalize each subscriber’s experience. These highly customizable workflows can be based on variety of events and subscriber interactions.

API 3.0
Trigger the start of a workflow with an API 3.0 call. After you create the email series in the MailChimp application or via the API, a list subscriber can be added to a workflow with a call to a URL we’ll provide to you. API requests can trigger an Automation email when a single subscriber meets your sending criteria via the API delay settings.

Goal Website Activity
Email subscribers when they visit your website. To use the Website Activity workflow, you need to set up the Goal integration in your MailChimp account and add the Goal tracking snippet in your website's code.

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